Key facts
- This page summarizes Timothy D. Roberts's Form 4 filing for Phillips 66 (PSX).
- 7 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 20 May 2024, 17:26.
Timothy D. Roberts - 16 May 2024 Form 4 Insider Report for Phillips 66 (PSX)
- Reporting relationship
- Executive Vice President
- Issuer ticker
- PSX
- Reported as of
- 16 May 2024
- Net transaction value
- -$1,198,157
- SEC form
- 4
- Accepted by SEC
- 20 May 2024, 17:26:19 UTC
- Prior SEC filing
- 12 Feb 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jenarae N. Garland, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Timothy D. Roberts filed Form 4 for Phillips 66 (PSX) on 20 May 2024.
Change
- Previous filing in this sequence was filed on 12 Feb 2024.
- Current net transaction value: -$1,198,157.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PSX
transaction
Common Stock
Options Exercise
- Transaction value
- $1,670,815
- Shares
- +22,367
- Change %
- +63%
- Price
- $74.70
- Shares after
- 58,107
- Date
- 16 May 2024
- Ownership
- Direct
- Footnotes
- F1
PSX
transaction
Common Stock
Options Exercise
- Transaction value
- $1,395,146
- Shares
- +15,667
- Change %
- +27%
- Price
- $89.05
- Shares after
- 73,774
- Date
- 16 May 2024
- Ownership
- Direct
- Footnotes
- F1
PSX
transaction
Common Stock
Options Exercise
- Transaction value
- $1,238,665
- Shares
- +12,333
- Change %
- +17%
- Price
- $100.44
- Shares after
- 86,107
- Date
- 16 May 2024
- Ownership
- Direct
- Footnotes
- F1
PSX
transaction
Common Stock
Sale
- Transaction value
- $5,502,784
- Shares
- -37,742
- Change %
- -44%
- Price
- $145.80
- Shares after
- 48,365
- Date
- 16 May 2024
- Ownership
- Direct
- Footnotes
- F1, F2
PSX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 47,187
- Date
- 16 May 2024
- Ownership
- By Family Trust
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PSX
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -22,367
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 16 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 22,367
- Exercise price
- $74.70
- Footnotes
- F3
PSX
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -15,667
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 15,667
- Date
- 16 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,667
- Exercise price
- $89.05
- Footnotes
- F4
PSX
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -12,333
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 24,667
- Date
- 16 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,333
- Exercise price
- $100.44
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Includes 27,959 Restricted Stock Units (RSUs) that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
Footnote F2
The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.75 to $146.02. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Footnote F3
The options became exercisable in three equal annual installments beginning on February 9, 2022.
Footnote F4
The options became exercisable in three equal annual installments beginning on February 8, 2023.
Footnote F5
The options became exercisable in three equal annual installments beginning on February 7, 2024.